• Application Deadline: Fri, 22 Jul 2022 00:00:00 GMT
• Position: Portfolio Manager


• Job Type Full Time


• Qualification BA/BSc/HND , MBA/MSc/MA


• Experience 5 years


• Location Lagos


• Job Field Sales / Marketing / Retail / Business Development 
  

Job Summary: To act independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts.

Job responsibilities:

• Develop new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.


• Build client relationships to develop investment objectives and implement a suitable investment plan and maintain an investment policy statement for each relationship.


• Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.


• Interpret the intentions of any trust or agency agreement and build an investment policy to accomplish those objectives.


• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.


• Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.


• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.


• Keep informed of market trends and analyze the effect of these trends on clients investment portfolios.


• Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.


• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

Job requirements:

• Bachelor’s Degree in Accounting or Finance or any related field


• Advanced degree such as an MBA or CFA will be an added advantage.


• 3 to 6 years of experience involving money management, including investment decision-making.